softXspace365.DMS&CLM
by soft Xpansion
Document & contract lifecycle for Microsoft 365 — approval workflows, e-signature, e-archive
softXspace365 — Document Management and Contract Lifecycle, Native to Microsoft 365
Description of the offer softXspace365 is a powerful all-in-one solution for document management (DMS) and contract lifecycle management (CLM) that runs completely inside your Microsoft 365 tenant. It combines a pre-configured document catalog, intelligent workflows, and full contract management — eliminating the need for separate systems or custom development.
Key features:
- Pre-configured document types: contracts, invoices, addendums, specifications, acceptance certificates, plus incoming/outgoing/internal documents
- Full contract lifecycle management — from template to generation, approval, e-signing, monitoring, renewal, and archiving
- Visual no-code designer for workflows, forms, and business processes
- Counterparty registry with history, documents, and automatic data population
- Real-time co-editing of Word, Excel, PowerPoint, and PDF documents
- Document generation from templates in just 2 minutes with automatic data population
- Legally binding digital signatures (DocuSign, Adobe Sign, eIDAS, and built-in signing)
- Advanced full-text search, version history, and detailed audit trail
- Task management with deadlines, reminders, and notifications in Teams & Outlook
- Power BI analytics and customizable reports
- Mobile and offline access with full functionality
- Bulk operations and smart links between related documents
- Deep integrations with ERP, CRM, accounting systems, and 100+ connectors
- Role-based access control and full compliance (GDPR, ISO 27001 etc)
Type of user that benefits Mid-sized and large organizations that heavily rely on contracts and internal documentation – especially banks, manufacturing, agribusiness, retail, energy, and government institutions already using Microsoft 365.
Customer needs and pains addressed
- Extremely slow contract and document approval processes
- Documents scattered across emails, folders, and disconnected systems
- Lack of control over deadlines, versions, and compliance risks
- Time-consuming manual data entry and searching
- High costs and complexity of maintaining multiple separate platforms
- Difficulty onboarding employees to new systems
- Data security and residency concerns with third-party solutions
softXspace365 delivers a fast go-live (1-3 weeks) and free trial, works inside your familiar Microsoft 365 environment (PowerApps, Dataverse, Teams, SharePoint, Outlook), and significantly reduces operational risks while increasing efficiency across all departments.
Additionally, softXspace365 offers seamless integration with other modules of the softXspace365 product line, including softXspace365.CRM for B2B sales management, softXspace365.E-Invoices that supports European e-invoicing standards (XRechnung, ZUGFeRD, Peppol, etc.), softXspace365.ClientPortal — counterparty portal for secure document exchange, and eddyDOCS for Microsoft 365 with interactive document templates with dynamic fields and smart logic.